+602.3%
VEEV vs BTG
+200.9%
+401.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.2% | +3.3% | +0.3% |
| 7D | -8.2% | -5.8% | -2.4% | -7.9% |
| 30D | +10.3% | +5.7% | +4.6% | +9.9% |
| 3M | +59.4% | +38.1% | +21.2% | +55.9% |
| 6M | +37.6% | +0.3% | +37.3% | +36.8% |
| YTD | +16.9% | +19.9% | -3.0% | +14.6% |
| 1Y | -5.0% | +24.6% | -29.6% | -7.4% |
| 3Y | +18.5% | +96.6% | -78.1% | +10.7% |
| 5Y | -13.8% | +77.7% | -91.5% | -19.3% |
| 10Y | +547.0% | +150.7% | +396.2% | +500.4% |
| All | +602.3% | +200.9% | +401.5% | +533.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded BTG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling